The role of fund managers in the investment process
Binay Chandgothia of Principal Global Investors explains the processes, roles and responsibilities of fund managers, and discusses their objectives and challenges in trying to put in place effective investment strategies.
The role and application of insurance for HNW clients
Thomas Vonrueti of Swiss Life explains the growing role and relevance of life insurance for high net worth individuals as part of their wealth planning.
How to deal with inflation
Peter Elston of Aberdeen Asset Management reveals his outlook for inflation and what this means for investors.
Understanding the basics of fixed income products
Jeremy Amias of Amias Berman explains some of the basics of fixed income products, including how and why bonds add value to investment portfolios.
Re-defining performance for private clients
It seems that Asia’s notoriously-speculative investor base is seeing value – for many of them for the first time – in properly-diversified portfolios and more measured returns.
ETFs in Asia – investor appetite and drivers
Geoff Howie of SGX explains some of the latest developments in the ETF space in Asia, including investor appetite and general market drivers.
The role of insurance companies in wealth management
Some wealth management practitioners say they find it difficult to make the case to clients that they're getting significant value for money through buying insurance products. Indeed, the industry – even by its own admission – must do more to meet investors’ expectations, in terms of transparency and fair dealing.
Understanding trends in global fund flows
Xav Feng of Lipper looks at where funds are flowing to and from, and explains the trends to watch for in terms of asset classes and regions which stand to gain and suffer from investor sentiment.
How to measure and understand liquidity
Andrew Clark of Thomson Reuters outlines how to measure liquidity effectively and understand what impacts it, and looks at changes in the way people are viewing liquidity post-2008.
How to generate income for portfolios
Marc Lansonneur of Societe Generale Private Banking explains some of the products and strategies – as well as considerations – for investors to enhance yield and generate income for their portfolios.
Understanding New Zealand's life insurance market
Naomi Ballantyne of Partners Life explains the key features and characteristics of the life insurance market in New Zealand, including the regulatory environment and the distribution model.
Finding out a client's real risk appetite
Alan Luk of Hang Seng Bank explains how advisers can work with their clients to identify a realistic risk profile and put in place a suitable investment strategy in the post-financial crisis environment.
Getting value out of offshore RMB bonds
James R Rieger of S&P Indices discusses trends in the offshore RMB market, and looks at what it will take to create sustainable growth – and therefore more opportunities – for investors in this space.
Currency investing – issues and opportunities
Peter Elston of Aberdeen Asset Management looks at trends and opportunities in relation to currencies, and explains various considerations for investors to ensure a sound investment strategy.
What asset weightings make most sense in today's markets?
The ever-increasing volatility and uncertainty in global financial markets are creating equally unsettling situations for wealth managers in terms of how they should advise their clients.
Educating alternative investment professionals
Florence Lombard of CAIA discusses the Chartered Alternative Investment Analyst qualification and approach to education, and explains why it matters to have this designation.
Understanding the appetite for alternatives
Rene Buehlmann, managing director and head of investment products and services in Hong Kong for UBS Wealth Management, talks to Hubbis about opportunities and trends in the alternatives space, including in relation to due diligence and fees, and about what is required to help get advisers more engaged in conversations with clients about relevant products.
ETF innovation – outlook and opportunities
Joseph Ho of Credit Suisse looks at the next wave of product innovation for ETFs, including non-equity and actively-managed products.
ETFs – their role in portfolio construction
Todd James of BSI Bank explains the role of ETFs in portfolio construction and asset allocation, as well as the approach of clients to this product.
The role of commodities in portfolios
Peter Elston of Aberdeen Asset Management explains some of the key characteristics of different commodities, and looks at how investors should use them effectively and appropriately within portfolios.
Understanding credit ratings
Michael Petit of Standard & Poor's explains the main features and characteristics of credit ratings, and looks at their application for investors.
Commodities – outlook and opportunities
Hans Goetti of Finaport looks at some of main opportunities and challenges in different commodities against the backdrop of today’s volatile market environment.
Opportunities for wine investing in Asia
Peter Lunzer of Lunzer Wine Investments looks at opportunities and challenges for wine investing in Asia, and addresses common mis-understandings
An outlook for commodities in 2012
Nicolas Robin of Threadneedle Investments discusses his outlook – including expectations and risks – for commodities broadly in 2012, and specifically in individual sectors and markets.
Understanding the appetite for bond funds
Andrew Fung of Hang Seng Bank looks at the shift in appetite towards bond funds – and the associated considerations for advisers – given the volatility in equities and changes in risk tolerance following the financial crisis.
Index trends in ETFs in Asia
John A. Prestbo of Dow Jones Indexes looks at some of the trends in relation to ETFs in Asia, and in using indexes as underlyings for these investment tools.
Understanding alternatives in portfolios
Marc Lansonneur of Societe Generale Private Banking explains the role and suitability of alternative investments in portfolios, and looks at what is required to increase the take-up in Asia of the various types.
ETFs in volatile and uncertain markets
Nick Good of BlackRock looks at the relevance and suitability of ETFs in volatile and uncertain markets, and explains which products are popular in such an environment.
Tackling the hurdles to further ETF growth in Asia
Joseph Ho of Credit Suisse discusses the various regulatory and other challenges which need to be overcome to support further growth of the ETF market in Asia.
Opportunities to invest in fixed income
James R Rieger of S&P Indices explains some of the latest trends in fixed income investing, including the proliferation of ETFs, and also dispels some of the myths of buying into this asset class.